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American Electric Power

1,117 hedge funds and large institutions have $30.4B invested in American Electric Power in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more call options, than puts

Call options by funds: $162M | Put options by funds: $116M

3% more capital invested

Capital invested by funds: $29.4B → $30.4B (+$1.02B)

0.82% more ownership

Funds ownership: 74.33%75.16% (+0.82%)

2% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 94

8% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 419

1% less funds holding

Funds holding: 1,1291,117 (-12)

Holders
1,117
Holders Change
-12
Holders Change %
-1.06%
% of All Funds
22.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
92
Increased
387
Reduced
419
Closed
94
Calls
$162M
Puts
$116M
Net Calls
+$46.6M
Net Calls Change
+$7.42M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
351
RegentAtlantic Capital
New Jersey
$2.1M -$110K -1,336 -5%
PA
352
Pinnacle Associates
New York
$2.1M +$220K +2,668 +12%
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$2.06M +$321K +3,900 +18%
BAM
354
Berkshire Asset Management
Pennsylvania
$2.03M -$103K -1,249 -5%
DZ Bank
355
DZ Bank
Germany
$2.02M -$35.4M -430,187 -95%
HCM
356
Huber Capital Management
California
$2.01M +$1.3M +15,800 +180%
PAS
357
Park Avenue Securities
New York
$1.99M +$316K +3,834 +19%
NEI
358
Northwest & Ethical Investments
Ontario, Canada
$1.98M -$1.53M -18,600 -43%
TA
359
TFG Advisers
Michigan
$1.98M -$43.3K -526 -2%
Daiwa Securities Group
360
Daiwa Securities Group
Japan
$1.95M +$133K +1,609 +7%
PA
361
Profund Advisors
Maryland
$1.94M -$131K -1,590 -6%
IA
362
IndexIQ Advisors
New York
$1.94M -$9.97K -121 -0.5%
JIC
363
Johnson Investment Counsel
Ohio
$1.91M -$67.2K -816 -3%
HB
364
Homrich & Berg
Georgia
$1.9M +$71.6K +869 +4%
FCM
365
Fortis Capital Management
Washington
$1.88M +$1.89M +23,000 New
TPA
366
Trivium Point Advisory
Connecticut
$1.87M +$122K +1,476 +7%
S
367
Seeyond
France
$1.86M -$625K -7,588 -25%
AI
368
Atria Investments
North Carolina
$1.84M -$100K -1,214 -5%
MSFP
369
Mark Sheptoff Financial Planning
Connecticut
$1.83M -$94.8K -1,151 -5%
HT
370
HAP Trading
New York
$1.83M +$1.85M +22,403 New
AP
371
Advisor Partners
California
$1.82M -$34.6K -420 -2%
WRF
372
Waddell & Reed Financial
Kansas
$1.82M -$79.3K -963 -4%
TNB
373
TCF National Bank
South Dakota
$1.8M -$265K -3,212 -13%
SVWAG
374
Sound View Wealth Advisors Group
Georgia
$1.8M -$81.4K -988 -4%
OAJ
375
Ogorek Anthony Joseph
New York
$1.78M +$1.8M +21,806 New

AEP Hedge Fund Activity: Q3 2020 in Review

1,117 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2020, worth a combined $30.4B — up 3.5% from $29.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AEP and 92 opened new positions — a net loss of 2 holders — while 419 trimmed existing stakes and 387 added.

The largest buyer was Franklin Resources, adding an estimated $596M. The largest seller was Ameriprise, cutting an estimated $355M.

  • 1,117 institutional investors held American Electric Power (AEP) as of Q3 2020, down from 1,129 in Q2 2020.
  • Funds reported $30.4B of American Electric Power stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 92 funds opened new American Electric Power positions in Q3 2020 and 94 closed out, a net change of -2 holders.
  • The largest American Electric Power buyer in Q3 2020 was Franklin Resources, an estimated $596M added.
  • The largest American Electric Power seller in Q3 2020 was Ameriprise, an estimated $355M sold.

Based on aggregated 13F filings for Q3 2020.